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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3051
Aufman Associates
Pennsylvania
$202K – – –
BCM
3052
BluePath Capital Management
Georgia
$185K +$198K +1,089 New
RF
3053
Robinswood Financial
Washington
$181K – – –
OBWP
3054
O'Brien Wealth Partners
Massachusetts
$177K – – –
CCA
3055
Catalyst Capital Advisors
New York
$173K +$47.2K +260 +34%
HWM
3056
HighMark Wealth Management
Minnesota
$171K -$14.2K -78 -7%
NECFA
3057
New England Capital Financial Advisors
Connecticut
$170K +$1.09K +6 +0.6%
PP
3058
PFS Partners
New Jersey
$169K +$1.27K +7 +0.7%
UOTTAIMCU
3059
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$167K +$179K +987 New
IPW
3060
Impact Partnership Wealth
Georgia
$165K +$70.5K +388 +66%
SCM
3061
Silvant Capital Management
Georgia
$165K – – –
JSAM
3062
J. Safra Asset Management
New York
$164K – – –
FSWA
3063
Financial Synergies Wealth Advisors
Texas
$164K -$16.2K -89 -8%
WOSD
3064
WFA of San Diego
California
$162K -$11.3K -62 -6%
MWA
3065
Miller Wealth Advisors
Colorado
$161K – – –
HRC
3066
Hoertkorn Richard Charles
$158K – – –
FFL
3067
Financial Freedom LLC
Ohio
$153K +$1.09K +6 +0.7%
WAS
3068
Winch Advisory Services
Wisconsin
$150K +$908 +5 +0.6%
RWM
3069
Ruedi Wealth Management
Illinois
$148K +$363 +2 +0.2%
NOI
3070
Newton One Investments
Delaware
$146K +$1.09K +6 +0.7%
PCA
3071
Providence Capital Advisors
North Carolina
$142K +$31.8K +175 +26%
EL
3072
EMFO LLC
Florida
$141K – – –
BIA
3073
Bell Investment Advisors
California
$140K +$51.8K +285 +53%
VIA
3074
Virtus Investment Advisers
Connecticut
$139K -$17.4K -96 -10%
CCMW
3075
Cypress Capital Management (Wyoming)
Wyoming
$131K – – –
121 122
123
124 125